Intelligence and Noise

The mobile and telecoms industry generates a lot of signal. And a lot of noise. The hard part is knowing the difference.Intelligence & Noise is the podcast from GSMA Intelligence — the research and data arm of the GSMA, the organisation that represents the global mobile industry. Every week Peter Jarich and Tim Hatt cut through the hype to bring you honest, evidence-based conversations about what's really happening in mobile, connectivity, and the technology trends shaping our world.

Intelligence and Noise is a news podcast hosted by GSMA Intelligence, with 12 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

GSMA Intelligence hosts Intelligence and Noise, a news show with 12 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #13

  AI's $500B Financing Boom, Satellite Competition & Sunlight From Space | Episode 13

  Aug 26, 202624 minS1

  AI is transforming telecom, from voice services and autonomous networks to cybersecurity and sustainability challenges. Peter Jarich and Tim Hatt explore AI-powered voice, Vodafone’s AI RAN trial, the rise of physical AI, AI agent risks and how operators are adapting to a rapidly changing technology landscape. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 Welcome to Intelligence and Noise03:31 NVIDIA's $500B AI financing push07:33 Is AI heading for a bubble or reset?12:39 China's role in AI infrastructure14:24 AST SpaceMobile & satellite competition16:23 Why scale matters in direct-to-device18:36 Servicing satellites in space20:19 Reflect Orbital & sunlight from space23:18 Final Thoughts and Sign-OffHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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  Episode #12

  The Telecom Pulse: Smartphone Prices, Memory Shortages & Market Shifts | Episode 12

  Aug 19, 202622 minS1

  Smartphones are getting more expensive, memory shortages are putting pressure on the market, and AI is reshaping both devices and telecom networks. Peter Jarich and Tim Hatt explore the latest smartphone launches, rising device costs and what they mean for adoption in emerging markets, alongside the growing challenges of AI security and the use of AI across telecom networks. This episode of Intelligence and Noise asks whether AI can drive the next smartphone upgrade cycle and whether it is becoming less of a differentiator and more of a baseline expectation across telecoms.00:00 – Welcome to Intelligence and Noise03:20 – The Latest Smartphone Market Developments05:30 – Why Smartphone Prices Are Rising08:45 – The Memory Chip Shortage12:45 – Impact on Emerging Markets15:10 – The Growing AI Security Challenge18:00 – AI Inside Telecom Networks20:30 – AI for Networks vs. Networks for AI22:00 – Final Thoughts and Sign-Off Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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  Episode #11

  Telecom’s next frontier: SpaceX, AI data centres & 6G | Episode 11

  Aug 12, 202641 minS1

  SpaceX is pushing deeper into mobile, while South Korea is betting big on AI data-centre infrastructure and telecom operators continue to rethink their role in the wider technology ecosystem. Peter Jarich and Tim Hatt explore Starlink’s femtocell strategy, satellite spectrum and rural connectivity, the power and cooling demands of AI, MTN’s approach to tower infrastructure, Intel’s involvement in latest 6G research, including a robot dog mapping the radio environment. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 — Welcome to Intelligence and Noise02:21 — SpaceX’s ambitions for small cells and mobile09:00 — Satellite spectrum, coverage and capacity15:14 — Starlink and the potential for greater satellite efficiency17:00 — Rural connectivity and the mobile opportunity20:20 — South Korea’s push for AI data-centre infrastructure23:17 — Power, cooling and the wider AI ecosystem25:27 — AI RAN vs. the bigger AI infrastructure opportunity29:53 — MTN and the changing role of tower infrastructure33:00 — Intel joins the Linux Foundation’s initiative36:12 — Optus, upper 6 GHz and the future of 6G38:35 — A robot dog maps the radio environment39:00 — Wrapping up Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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  Episode #10

  6G, Quantum Computing & AI Agents: The Next Wave of Telecom Innovation | Episode 10

  Aug 5, 202641 minS1

  The future of telecom is taking shape. In this episode of Intelligence and Noise, Peter Jarich and Tim Hatt discuss the new US-led 6G alliance, quantum computing's growing role in telecom, Amazon's expanding satellite ambitions, AT&T's telecom-specific AI model, and why AI agents are raising new questions about security, competition and governance. Join us as we separate the intelligence from the noise.00:00 – Welcome & What's Coming Up01:02 – What Gen Z drinking habits can teach us about network planning05:46 – The new US-led 6G Alliance explained09:09 – Why who's missing from the 6G Alliance matters13:10 – Open, interoperable and secure: The future of 6G18:04 – Amazon expands its satellite ambitions19:30 – Quantum computing moves beyond cybersecurity23:50 – Can telecom operators monetise quantum computing?27:17 – AT&T's telecom-specific AI model (OTEL 2.0)34:02 – When AI agents start behaving like businesses40:18 – Closing thoughts Hosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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  Episode #9

  The New Telecom AI Era: Voice AI, Autonomous Networks & Sustainability Challenges | Episode 9

  Jul 29, 202641 minS1

  AI is transforming telecom, from voice services and autonomous networks to cybersecurity and sustainability challenges. Peter Jarich and Tim Hatt explore AI-powered voice, Vodafone’s AI RAN trial, the rise of physical AI, AI agent risks and how operators are adapting to a rapidly changing technology landscape. This episode of Intelligence and Noise looks beyond the headlines to separate the intelligence from the noise.00:00 – Introduction: Intelligence and Noise returns01:03 – Climate change, resilience and telecom networks05:27 – AI-powered voice services and the return of voice06:23 – AI voice assistants, customer experience and churn reduction09:18 – The future of immersive voice experiences11:02 – Standardising AI voice across telecom networks13:15 – Making AI more accessible through voice services16:25 – Vodafone’s AI-powered smart tower trial18:04 – AI RAN, physical AI and network automation21:22 – The future of autonomous network optimisation26:07 – AI agents, security risks and unexpected behaviour30:02 – AI regulation, transparency and guardrails34:24 – Meta, AI infrastructure and sustainability challenges37:18 – Why sustainability remains telecom’s opportunity40:44 – Closing thoughts: Seek intelligence, embrace the noiseHosted by Peter Jarich and Tim Hatt, every week we cover what's moving in mobile, connectivity, and emerging tech and why it matters.

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